Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 267 shares of IWX stock, worth $23,357. This represents 0.01% of its overall portfolio holdings.
Number of Shares
267
Previous 267
-0.0%
Holding current value
$23,357
Previous $21.9 Million
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
233Shares Held
45.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$710 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$546 Million2.3% of portfolio
-
First Citizens Bank & Trust CO5.91MShares$517 Million9.29% of portfolio
-
Ae Wealth Management LLC1.02MShares$89 Million0.73% of portfolio